supplyshocks

$MSTR

Marcus Aurelius wrote this over 1800 years ago: “Do not disturb yourself by imagining your whole life at once.”

Ex Bridgewater and Salomon hedge fund manager shows hundreds of thousands of followers his lucrative $MSTR trade.🤡

@HowASealSleeps @JustinWolfers Would be amazing if people fell for it again. Almost as amazing as if everybody read him right this time, except a few of us.

@supplyshocks @JustinWolfers ✅he is pretty hilarious like this Will be Rick tho

Our next Fed ChIr? Kevin Warsh was reportedly seen at the White House today, and that's enough evidence for prediction markets.

Fair play to the most likeable unlikeable guy in macro.👏

Claude for Excel 🤯

Only 3 more years of this. Sigh

MSTR is going to fail. strategyfailure.com

@stack_collymore 😆

@supplyshocks both likely. One thing he is not, is smart. x.com/jordanschneide…

Trump: “All your models are destroyed “

@stack_collymore Interesting read. Only another 3 more years 😂

@stack_collymore I wonder if this chaos is all to get gold higher. Then again, he may well be a modern day Nero.

@supplyshocks we can't even trust his grift ffs, bitcoin down, trumpcoin dead

Bitcoin finds buyers at the 20 day EMA - $92k First pullback to the 20 EMA after a first higher high, is as high probability as it gets in unpredictable markets. This is how trends often begin/resume.

@BitPaine My money is on Greenland.

“They currently have two dogsleds as protection, one added recently.”

If you can’t see it now, you won’t until it’s too late. HODL Bitcoin #venuzuela #greenland #iran #epstein

$STRC incredible price action recently. Looking at the last two dividend cycles, as they are the two that occurred after $MSTR established a USD Reserve: 1) We are seeing compression in the size of ex-div drops. One would expect there to be a 90 cent decline on each monthly dividend cycle. The December one was closer to $2, and this January one was closer to 50 cents. 2) We are also now seeing a 1% price Volatility range of 99.5-100.5 which is a smaller window than @Strategy's guidance of 99-101. And Volume has gone up by a factor of ~4 during this ideal period of Volatility compression at 99.5-100.5 Chart: -Trailing 36 calendar days -10 minute candles -Volume Average (117) to return the average volume of the trailing 3 days (reg session only, there are 39 ten minute blocks per day. 3x39=117) which provides a nice intra-week view from an ATM perspective.

@ryQuant I believe we’re close to the event horizon, Ryan

$MSTR this post was sent out ~5 months before $STRK and $STRF hit the market. This is epic articulation + visual. One of the most compelling ideas of the story. 🫡 “which will persist until it has absorbed much of the *yield* seeking capital.”

Kind of nuts that people are finally figuring out what STRC is for. Come on, we all knew this was the game plan in 2024.

I’ve been holding for a little over 5 yrs and I honestly can’t recall a time that Strategy was better value than it is today With each passing day the company becomes more de-risked The company has always been all or nothing play for me and it is increasingly looking like ‘all’

$STRC is the singularity